RESCUE WORK, SOFTWARE SET UP, & TRAINING
RESCUE WORK
Have you fallen behind with your bookkeeping? As a business owner life can be demanding and time can fly past very quickly. You can easily find yourself with a backlog of paperwork and financial due dates looming. Let us help you get back in control. Get on top bookkeeping offer priority ‘rescue’ work to bring you up to date as quickly as possible and remove the fear and stress associated with the uncertainty and get you back in control of your accounts and financial situation.
As each rescue job is different, during our initial consultation with you we will review your records which will allow us to determine what work is required to get your bookkeeping up to date. From there we can then discuss how long it will take and what costs are involved.
Rescue package suitable for businesses requiring:
- A backlog of work to be processed into a new accounting software.
- Exceeding 3 months or more of data entry work into your current accounting software.
- Tidy accounting software file.
- Reviewing current systems and processes.
- Assistance with overdue BAS and tax lodgements.
- Reconcile payroll obligations.
SOFTWARE SET UP
Cash Ways Bookkeeping Services will provide full service of setting up a cloud accounting software tailored to your system. This part of our service is not only for start-up businesses but also businesses wishing to switch their accounting software to a versatile and time saving cloud-based software.
- Initial set up of accounting software where needed (Xero, MYOB, QuickBooks etc).
- Conversion from one accounting software to the other where needed. This includes accounts list, transfer of balance sheet figures, customer records, inventory, payroll figures and P&L and Balance sheet figures if mid tax year etc.
- Cleaning up old files where needed before transition is instigated.
TRAINING
Need training for you and your staff? Cash Ways Bookkeeping Services can hold group and/or one-on-one training so you can be sure that you’re getting all that you can out of your accounting software. Cash Ways can create tailor-made video instructions to suit your business accounting needs and can personally train you and your staff in all bookkeeping tasks including:
- How to create an invoice and email directly to your customers.
- Allocate payments received.
- Create statements for customers.
- Keep track of unpaid invoices
- How to set up suppliers and enter purchases.
- How to allocate payments made against the correct invoice.
- How to pay a bulk number of suppliers in one upload to the bank.
- How to email a remittance advice to your supplier letting them know you have paid.
- How to track money spent without having to enter in every supplier invoice in detail.
- Credit card payments – how to keep track of credit card purchases and charges.
- Bank and/or credit card reconciliations – how to complete a reconciliation to ensure that all income and expenses are recorded, and nothing has been missed. This is something that your accountant will want at the end of the financial year.
- How to set up an employee, pay categories, allowances, entitlements, and superannuation.
- How to process a timesheet.
- How to make sure you are using the correct tax tables.
- How to upload a group of employees pays to the bank in one go.
- How to track holiday and sick leave entitlements.
- How to track your superannuation obligations.
- How to email payslips to your employee.
- How to produce payment summaries at the end of financial year.
- How to enter new stock items.
- How to set up stock alerts.
- How to create a purchase order to a supplier at the click of a button.
- How to create a sales invoice that will link into your stock items ensuring that the stock levels are accurate.
- How to create a stock take sheet.
- Create a job list which helps you track income and expenses along with reimbursables for each individual job.
- How to set a budget for each job.
- How to print a profit and loss for each job to see if you are running on budget.
Call now for a complimentary 30 minutes consultation
- 0423 553 044
Important: The material and contents provided in the information above are informative in nature only. The information supplied relates exclusively to generalized situations and should not be applied to any other situation. They are not intended to be advice and you should not act specifically on the basis of this information alone. Cash Ways Bookkeeping Services are not registered tax agents or lawyers and cannot provide advice on income tax or legal issues especially for individual businesses which will have unique and specific circumstances. If expert assistance is required, professional advice should be obtained from your registered tax agent and/or professional legal adviser.
